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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

86 hedge funds and large institutions have $64.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$1.48M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
DWM
4
Dakota Wealth Management
Florida
$759K
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.49M
4
UBS Group
4
UBS Group
Switzerland
$5.05M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$505K -$8.85K -150 -2%
KAS
27
Kestra Advisory Services
Texas
$413K +$5.25K +89 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$411K +$20.6K +350 +5%
SAM
29
SignalPoint Asset Management
Missouri
$404K – – –
JIC
30
Joel Isaacson & Co
New York
$397K – – –
RJA
31
Raymond James & Associates
Florida
$366K +$43.1K +731 +13%
IHL
32
Investment House LLC
California
$318K -$11.8K -200 -4%
GT
33
Glenmede Trust
Pennsylvania
$312K – – –
SB
34
Strategic Blueprint
Georgia
$297K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$275K – – –
WBG
36
Wharton Business Group
Pennsylvania
$261K – – –
WWM
37
Western Wealth Management
Colorado
$258K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$238K +$2.77K +47 +1%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$236K – – –
IWM
40
IHT Wealth Management
Illinois
$233K +$233K +3,953 New
CIC
41
Carnegie Investment Counsel
Ohio
$219K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$218K +$1.47K +25 +0.7%
CMS
43
Capital Market Strategies
Florida
$217K – – –
FCAG
44
First Capital Advisors Group
New Jersey
$205K – – –
SIA
45
SkyView Investment Advisors
New Jersey
$205K – – –
WB
46
Webster Bank
Connecticut
$194K – – –
GM
47
GeoWealth Management
Illinois
$172K +$172K +2,913 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$168K +$125K +2,122 +291%
CFD
49
Creative Financial Designs
Indiana
$117K +$117K +1,986 New
Citigroup
50
Citigroup
New York
$77K – – –
1
2
3 4